What it is

A custom-built, fully customisable CRM made to work with the AI agents: every call, message, appointment and task they generate is logged, with its outcome, and your team sees at a glance where each person is and what comes next. So nobody is left without a reply.

It is optional. The agents work without it: appointments reach your calendar all the same. The Panel is added when you want to see and manage everything in one place, instead of having it scattered across the calendar, the inbox and everyone's memory.

Built 100% around you

The CRM adapts to how your business works, not the other way round. It shows what is useful to you; for example:

Your key KPIs: calls answered and missed, appointments booked, leads by source, conversion rate, what gets resolved out of hours.
Analysis of your leads: where they come from, what they ask for, where they get stuck and which sources bring you the best customers.
Call recordings and transcripts, within legal limits: announced at the start, never recording anyone who objects and deleted after 30 days.
Your business's fields and steps: what you ask, what you call each stage, what data your team needs.
Alerts and reports: a weekly summary by email, or an alert when an important lead comes in or something gets stuck.
Connection to your tools: your management software, your invoicing or the CRM you already use.

What connects to it

The voice agents (Reception, Conversion and Reactivation): every call, every lead and every appointment.
AutenIA Chat, if you connect it: the written conversations, with the same customer record.
Your website form and any other lead source, each with its own key.
AutenIA Catcher, optional: the companies you approve can come in too.

One brain

If you have more than one agent, they share your business knowledge (services, hours, how you work, what must never be said), the same calendar and the same record for each person. Whoever called yesterday is recognised today. If someone left their details on your website, Conversion called them and today they call to move the appointment, Reception knows who they are, which appointment they have and what they were interested in, just from their number. Nobody tells their story twice.

What it includes as standard

Screen	What it shows
Overview	How many leads you have and how many are active, how many have an appointment, which appointments are coming, which reactivations are running. The full funnel, in eight steps: new, in contact, qualified, booked, transferred, in follow-up, won and lost. And a warning if something is stuck.
Leads	Every person who called, wrote or left their details: where they came from, where they are now and whether they asked not to be contacted.
Calendar	Appointments booked by the agents: today, the next seven days or all of them. Booked, moved, cancelled.
Conversations	Every call and message, by agent and channel, with how it ended: appointment booked, transferred to a person, information given, message taken or unresolved.
To-dos	What the agent could not close and left for a person, with the phone number and a “Done” button. It records who closed it.
Reactivation	Create a campaign in three questions, see right away who is in and who is out, start, pause and resume.
Settings	Your company, your numbers, who calls are transferred to and the sources your leads come in through.
People	Who can access the Panel and in which role.
Audit log	Who changed what and when. It can only grow, never be erased.

Made so nobody is lost

The eight-step funnel (new, in contact, qualified, booked, transferred, in follow-up, won and lost) tells you where each person gets stuck.
Every conversation with its outcome: appointment booked, transferred, information given, message taken or unresolved. Whatever was not resolved is in To-dos, with the phone number, for someone to close.
A warning if something is stuck, on the Overview, without you having to look for it.
Recordings, only within the law: if you want them in the CRM, they are visible for 30 days and then delete themselves. Anyone who objects is not recorded.

Access and roles

Access: by email, with a link or a six-digit code. No passwords to forget or share.
Roles: owner, administrator, operator and observer. Each person sees and touches only what is theirs to handle. Invited by email, removed with one click.
Audit log: who changed what and when. It can only grow, never be edited or erased.
Each business sees only its own data: the Panel is multi-tenant and the separation is enforced in the database itself, not just on screen.

Compliance, by design

For clinics and practices this is not small print: it is a reason to buy. The system enforces it on its own; it does not depend on someone remembering to do it right.

What the law requires	How AutenIA complies
State that it is an AI from the first sentence (EU AI Act, art. 50)	Every agent introduces itself as “your business's artificial intelligence assistant”. If asked whether it is a person, it says no and offers to transfer to one.
Announce that the call is recorded (GDPR)	It says so at the start and points to your privacy policy.
Respect anyone who does not want to be recorded	If the person says so, the call continues and the recording is deleted on hang-up.
Keep only what is necessary	Recordings and transcripts delete themselves after 30 days. Addresses, ID documents, cards and bank details are redacted automatically.
Commercial calls only in permitted hours	Conversion and Reactivation call only Monday to Friday, 9:00 to 21:00 (Spain), never on a national holiday. The system checks it on every call: it depends on nobody.
AI calls only with prior, explicit consent	Only to people who ticked the box. Proof of every consent is kept: which box, which wording, when and from where.
Honour a “no” immediately	If someone asks not to be contacted, they are opted out that instant and for good, on every channel.
Keep each client's data separate	Each business sees only its own data. It is enforced in the database itself, not just on screen.

Where the data lives: the database is in Ireland and the servers in Germany, both in the European Union. The agents' voice is provided by a US supplier under a data-processing agreement and the European Commission's standard contractual clauses.

If you are a clinic: I act as data processor, with a contract and an impact assessment. Calls are recorded only if the patient agrees, the reason for the visit is never written into the calendar, the agent never gives health advice, and a lawyer reviews everything before each go-live.

The next step

Each agent has its own page with what it does, what it never does, a real example and its price at the end: Reception, Conversion, Reactivation, Chat and Catcher. The Panel can be added to any of them.

Frequently asked questions

Does it sound like a robot?

It speaks with a natural voice, in short sentences, and goes quiet when interrupted. I review real calls and fix whatever sounds artificial. Even so, it says from the first sentence that it is an artificial intelligence: the law requires it and, in practice, people appreciate it.

What if it is asked something it doesn't know?

It says so and offers an appointment or a transfer to a person. It never makes up prices, timings or facts: it only says what your business taught it.

Can it get the calendar wrong?

It cannot book two appointments at the same time: the database itself prevents it. Appointments go in as pending confirmation, and it never deletes a calendar entry on its own.

What happens if the system goes down?

If one piece does not respond, the agent confirms nothing and says the business will call back. Rather than invent, it stays quiet.

Are calls recorded?

Yes, to review quality. It is announced at the start and recordings are deleted after 30 days. Anyone who prefers not to can say so and their recording is deleted on hang-up.

Do I have to get the CRM?

No. Each agent works on its own: appointments reach your calendar. The CRM is an optional extra, built 100% around you: your KPIs, analysis of your leads, call recordings and whatever you need to see.

Can I keep my usual number?

Yes: it is forwarded or ported. From 17 October 2026, commercial campaigns in Spain go out from a number with the 400 prefix.

Do I need to be technical?

No. I take care of everything. And if you add the Panel, your team logs in with just their email, no passwords.

How long until it is running?

A few days from the first conversation.

A CRM built 100% around you, connected to your agents